Unclaimed
Deborah Jewell Rucker is a financial advisor with over 20 years of experience in the industry. Deborah is currently registered with LPL Financial LLC and is based in Wilmington, DE. Deborah has previously worked for Lincoln Financial Securities Corporation, RBC Capital Markets, LLC, Janney Montgomery Scott LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Deborah holds the Series 7 and Series 63 licenses, and has completed the Securities Industry Essentials Exam.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
DE
11/29/2022 - Present
LPL Financial LLC (WILMINGTON DE)
DE
12/11/2017 - 11/30/2022
LINCOLN FINANCIAL SECURITIES CORPORATION (WILMINGTON DE)
PA
12/12/2005 - 04/13/2016
RBC CAPITAL MARKETS, LLC (CHADDS FORD PA)
PA
06/30/2003 - 01/05/2006
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
NY
03/11/2002 - 11/12/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
07/11/2000 - 02/25/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
BC
Issued 07/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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